Creative Planning’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
4,506
+1,936
| +75% | +$608K | ﹤0.01% | 1581 |
|
|
2025
Q1 | $771K | Sell |
2,570
-120
| -4% | -$36K | ﹤0.01% | 1930 |
|
|
2024
Q4 | $906K | Sell |
2,690
-23
| -0.8% | -$7.75K | ﹤0.01% | 1714 |
|
|
2024
Q3 | $866K | Sell |
2,713
-221
| -8% | -$70.5K | ﹤0.01% | 1628 |
|
|
2024
Q2 | $868K | Buy |
2,934
+103
| +4% | +$30.5K | ﹤0.01% | 1513 |
|
|
2024
Q1 | $873K | Buy |
2,831
+138
| +5% | +$42.6K | ﹤0.01% | 1414 |
|
|
2023
Q4 | $771K | Buy |
2,693
+262
| +11% | +$75K | ﹤0.01% | 1395 |
|
|
2023
Q3 | $569K | Buy |
2,431
+69
| +3% | +$16.2K | ﹤0.01% | 1477 |
|
|
2023
Q2 | $463K | Buy |
2,362
+144
| +6% | +$28.2K | ﹤0.01% | 1593 |
|
|
2023
Q1 | $450K | Buy |
2,218
+187
| +9% | +$38K | ﹤0.01% | 1521 |
|
|
2022
Q4 | $440K | Buy |
2,031
+64
| +3% | +$13.9K | ﹤0.01% | 1493 |
|
|
2022
Q3 | $418K | Buy |
1,967
+278
| +16% | +$59.1K | ﹤0.01% | 1433 |
|
|
2022
Q2 | $408K | Buy |
1,689
+194
| +13% | +$46.9K | ﹤0.01% | 1427 |
|
|
2022
Q1 | $408K | Buy |
1,495
+21
| +1% | +$5.73K | ﹤0.01% | 1441 |
|
|
2021
Q4 | $504K | Buy |
1,474
+68
| +5% | +$23.3K | ﹤0.01% | 1297 |
|
|
2021
Q3 | $364K | Buy |
1,406
+12
| +0.9% | +$3.11K | ﹤0.01% | 1485 |
|
|
2021
Q2 | $358K | Sell |
1,394
-107
| -7% | -$27.5K | ﹤0.01% | 1453 |
|
|
2021
Q1 | $338K | Buy |
1,501
+107
| +8% | +$24.1K | ﹤0.01% | 1692 |
|
|
2020
Q4 | $323K | Sell |
1,394
-26
| -2% | -$6.02K | ﹤0.01% | 1549 |
|
|
2020
Q3 | $228K | Hold |
1,420
| – | – | ﹤0.01% | 1578 |
|
|
2020
Q2 | $200K | Buy |
+1,420
| New | +$200K | ﹤0.01% | 1511 |
|
|
2020
Q1 | – | Sell |
-1,774
| Closed | -$268K | – | 1854 |
|
|
2019
Q4 | $268K | Sell |
1,774
-18
| -1% | -$2.72K | ﹤0.01% | 1459 |
|
|
2019
Q3 | $262K | Buy |
1,792
+45
| +3% | +$6.58K | ﹤0.01% | 1437 |
|
|
2019
Q2 | $253K | Hold |
1,747
| – | – | ﹤0.01% | 1467 |
|
|
2019
Q1 | $220K | Sell |
1,747
-138
| -7% | -$17.4K | ﹤0.01% | 1509 |
|
|
2018
Q4 | $207K | Buy |
1,885
+78
| +4% | +$8.57K | ﹤0.01% | 1463 |
|
|
2018
Q3 | $227K | Buy |
1,807
+113
| +7% | +$14.2K | ﹤0.01% | 1578 |
|
|
2018
Q2 | $217K | Buy |
+1,694
| New | +$217K | ﹤0.01% | 1579 |
|
|
2017
Q3 | – | Sell |
-221
| Closed | -$17K | – | 2922 |
|
|
2017
Q2 | $17K | Buy |
221
+36
| +19% | +$2.77K | ﹤0.01% | 3240 |
|
|
2017
Q1 | $15K | Buy |
185
+80
| +76% | +$6.49K | ﹤0.01% | 3297 |
|
|
2016
Q4 | $8K | Buy |
105
+8
| +8% | +$610 | ﹤0.01% | 3624 |
|
|
2016
Q3 | $8K | Buy |
97
+33
| +52% | +$2.72K | ﹤0.01% | 3580 |
|
|
2016
Q2 | $5K | Sell |
64
-152
| -70% | -$11.9K | ﹤0.01% | 3581 |
|
|
2016
Q1 | $19K | Buy |
216
+107
| +98% | +$9.41K | ﹤0.01% | 2774 |
|
|
2015
Q4 | $9K | Buy |
109
+45
| +70% | +$3.72K | ﹤0.01% | 3311 |
|
|
2015
Q3 | $5K | Buy |
+64
| New | +$5K | ﹤0.01% | 3565 |
|
|
2015
Q1 | – | Sell |
-410
| Closed | -$27K | – | 4161 |
|
|
2014
Q4 | $27K | Hold |
410
| – | – | ﹤0.01% | 2415 |
|
|
2014
Q3 | $28K | Buy |
410
+112
| +38% | +$7.65K | ﹤0.01% | 2280 |
|
|
2014
Q2 | $21K | Buy |
298
+88
| +42% | +$6.2K | ﹤0.01% | 2422 |
|
|
2014
Q1 | $17K | Hold |
210
| – | – | ﹤0.01% | 2452 |
|
|
2013
Q4 | $16K | Hold |
210
| – | – | ﹤0.01% | 2318 |
|
|
2013
Q3 | $17K | Buy |
+210
| New | +$17K | ﹤0.01% | 2188 |
|